The RIA database

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

3921. 15728
      Capital Formation Advisers LLC7 clientsWealth manager
      Merrill / Bank of America 68%
      +00% 1 yr$68M
3922. 15746
      C & C Financial Services, Inc.Great Neck, NY · 46 clientsWealth manager
      Schwab 70%HSBC Private Bank 30%
      +00% 1 yr$66M
3923. 15754
      N Financial PlansHuntington, NY · 95 clientsWealth manager
      Schwab 86%
      +00% 1 yr$65M
3924. 15758
      Rosci Lamb, LLCNew York, NY · 15 clientsAsset manager
      Schwab 59%Ramsey Crookall 28%
      +00% 1 yr$65M
3925. 15759
      Empiric Advisors, Inc.Austin, TX · 16 clientsWealth managerHybridEmpiric Distributors, Inc.
      Schwab 71%U.S. Bancorp Investments 29%
      +00% 1 yr$65M
3926. 15763
      MCA Cross Border Capital Inc.Montréal, Canada · 92 clientsWealth manager
      National Bank Independent Network 72%Schwab 28%
      +00% 1 yr$65M
3927. 15775
      Wealthunite Advisors, LLCManhasset, NY · 48 clientsWealth manager
      Utmost Wealth Solutions 37%Rl360 26%Stocktrade 24%
      +00% 1 yr$63M
3928. 15777
      Seraphim Capital Management, LLC180 clientsWealth manager
      LPL Financial 89%
      +00% 1 yr$63M
3929. 15784
      Truehaven CapitalFranklin, TN · 28 clientsWealth manager
      Interactive Brokers 67%Schwab 33%
      +00% 1 yr$62M
3930. 15797
      Anchor Capital Management, LLCIthaca, NY · 70 clientsWealth manager
      Schwab 93%
      +00% 1 yr$61M
3931. 15809
      Liberty Wealth ManagersNew York, NY · 114 clientsWealth manager
      Novia Global 51%Rl360 49%
      +00% 1 yr$60M
3932. 15811
      Quantel Asset Management LLCNew York, NY · 134 clientsWealth manager
      Interactive Brokers 72%Schwab 28%
      +00% 1 yr$60M
3933. 15812
      Munakata Associates LLC6 clientsWealth manager
      Merrill / Bank of America 76%UBS 24%
      +00% 1 yr$59M
3934. 15815
      Argus Equity Partners, LLC177 clientsWealth manager
      Schwab 99%
      +00% 1 yr$59M
3935. 15822
      Mutual Trust Asset Mgmt., Inc.Tampa, FL · 120 clientsWealth managerHybridCalton & Associates, Inc.
      Hilltop Securities 69%Schwab 31%
      +00% 1 yr$58M
3936. 15825
      My Prosper TeamLehi, UT · 438 clientsPrivate fund adviser
      Goldman Sachs 77%Schwab 23%
      +00% 1 yr$58M
3937. 15853
      JC Miano Investment Advisory ServiceUtica, NY · 51 clientsWealth manager
      Morgan Stanley 63%Stifel, Nicolaus & Company, Incorporated 37%
      +00% 1 yr$55M
3938. 15854
      Westmore Asset ManagementPearl River, NY · 7 clientsWealth manager
      J.P. Morgan 72%
      +00% 1 yr$54M
3939. 15856
      Valorem LLCNew York, NYWealth manager
      Goldman Sachs 79%
      +00% 1 yr$54M
3940. 15857
      AlphaNew York, NY · 19 clientsWealth manager
      Morgan Stanley 81%
      +00% 1 yr$54M
3941. 15858
      Magnifina, LLCBedford Hills, NY · 13 clientsWealth manager
      Schwab 60%Interactive Brokers 40%
      +00% 1 yr$54M
3942. 15865
      Visdom Investment Group LLCRye Brook, NY · 10 clientsWealth manager
      Schwab 47%J.P. Morgan 37%
      +00% 1 yr$53M
3943. 15871
      Lowell Road Asset Management, Inc.Manhasset, NY · 124 clientsWealth manager
      Schwab 99%
      +00% 1 yr$53M
3944. 15872
      Wealthpro, LLC95 clientsWealth managerHybrid
      Pershing 67%Exeter Trust 33%
      +00% 1 yr$52M
3945. 15875
      Qapital Invest, LLCNew York, NY · 38,446 clientsWealth managerHybridLightspeed Financial Services Group LLC, Wedbush & Co., LLC, clears through Interactive Brokers, Wedbush
      Apex Fintech 89%
      +00% 1 yr$52M
3946. 15885
      Sfumato Capital Management LLCNew York, NY · 3 clientsPrivate fund adviser
      Wells Fargo 52%Fidelity 48%
      +00% 1 yr$51M
3947. 15888
      Bpbi LLCNew York, NY · 8 clientsWealth manager
      UBS 86%
      +00% 1 yr$51M
3948. 15896
      Rise North Capital Investment AdvisorsBraintree, MA · 408 clientsWealth manager
      Schwab 98%
      +00% 1 yr$51M
3949. 15900
      Portfolio Strategies IncTacoma, WA · 289 clientsWealth manager
      Schwab 73%Axos 27%
      +00% 1 yr$50M
3950. 15908
      Altai Capital Management, L.P.1 clientsWealth manager
      Goldman Sachs 39%Morgan Stanley 33%Schwab 27%
      +00% 1 yr$50M
3951. 15915
      Alexander Beard (USA) Inc.Ellesmere Port, Cheshire, United Kingdom · 75 clientsWealth manager
      Novia Global Limited 72%Dentons Pension Management LTD 28%
      +00% 1 yr$49M
3952. 15917
      KPC Terrapin Group LLCNew York, NY · 23 clientsWealth manager
      Schwab 61%Pershing 39%
      +00% 1 yr$49M
3953. 15922
      Brandon Hill Wealth Management, LLC19 clientsWealth manager
      Schwab 72%J.P. Morgan 28%
      +00% 1 yr$48M
3954. 15926
      Beck Asset Management SAZurich, Switzerland · 24 clientsWealth manager
      Bank Vontobel AG 55%DZ Privatbank (schweiz) AG 44%
      +00% 1 yr$48M
3955. 15932
      Hilbert 8, LLCNew York, NY · 24 clientsWealth manager
      Morgan Stanley 71%Stonex Financial 29%
      +00% 1 yr$47M
3956. 15935
      Just FuturesSan Francisco, CA · 172 clientsAsset manager
      Vestwell Trust 59%Schwab 35%
      +00% 1 yr$47M
3957. 15944
      Insights InvestmentsPalo Alto, CA · 33,896 clientsWealth managerWrap sponsor
      Alpaca Securities 56%Interactive Brokers 44%
      +00% 1 yr$46M
3958. 15960
      Ebco Trustee Services LTD Liab. Co.Chiasso, Ticino, Switzerland · 18 clientsWealth manager
      EFG International 41%Morgan Stanley 39%
      +00% 1 yr$45M
3959. 15961
      Future Perfect Planning, LLC42 clientsWealth manager
      Schwab 63%Altruist 37%
      +00% 1 yr$44M
3960. 15964
      The Mass GroupDubai, United Arab Emirates · 81 clientsWealth manager
      Schwab 58%Interactive Brokers 42%
      +00% 1 yr$44M